Institutional Ownership Stats

Institutional Ownership is one very important way to analyze how a stock will perform in the future. Here's a good article weighing the pros and cons of institutional ownership.

The table below is a summary of the mean, median and true PPS (Price Per Share) the institutions have paid in the current and last quarter. Most institutes hedge their bets both ways to protect the investment. The do so by buying puts and calls for a stock as well, apart from stock ownership.

Quarter Institute Count Mean PPS Median PPS True Value PPS
Current Quarter 94 15.00 15.09 14.52
Previous Quarter 0 0.00 0.00 0.00

Institutional Ownership Counts

The table below is summary data with links to individual listing tables below to indicate if new institutes bought in, sold out, averaged down, averaged up etc. This is a critical piece of data to analyze what the money flow is in quarter and past week.

Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Current Quarter 92 30 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 4 2 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 0 0 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Past Week 0 0 0 0 0 0

BlackRock and Vanguard Ownership Stats

BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.

BlackRock Vanguard
Quarter Shares % Ownership PPS Shares % Ownership PPS
Current Quarter 202 0.00 14.85 0 0.00 0.00
Previous Quarter 0 0.00 0.00 0 0.00 0.00

Current Quarter Top 20 Holding Institutes

This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter

Name Shares PPS
Insight Venture Partners Ix, L.p. 24,253,823
Insight Holdings Group, LLC 24,253,823 15.09
StepStone Group LP 10,366,855 15.09
Scale Venture Partners V, L.P. 9,429,021
Gemini Israel V Limited Partnership 7,730,048
Vitruvian Partners LLP 5,921,122 10.13
Mangrove III Investments S.a r.l. 5,638,420
Vitruvian Partners LLP 5,462,245
Allspring Global Investments Holdings, LLC 1,156,458 15.09
Contour Asset Management LLC 1,048,117 15.09
Clearbridge Investments, LLC 854,884 15.09
Fmr Llc 836,175 15.09
EDBI Pte Ltd 761,864 15.09
SCSAX - Wells Fargo Common Stock Fund Class A 754,376 15.09
EVR Research LP 753,364 15.09
FCPGX - Fidelity Small Cap Growth Fund 691,234 15.87
LMARX - ClearBridge Small Cap Fund Class R 642,485 15.87
Jackson Square Partners, LLC 419,551 15.09
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 265,160 15.09
Phoenix Holdings Ltd. 223,751 15.09

Previous Quarter Top 20 Holding Institutes

The table below is top 20 listing of institutes holding stock of the company in the previous quarter.

Name Shares PPS

 

Recent Quarter Analysis

Name Shares PPS
Insight Venture Partners Ix, L.p. 24,253,823
Insight Holdings Group, LLC 24,253,823 15.09
StepStone Group LP 10,366,855 15.09
Scale Venture Partners V, L.P. 9,429,021
Gemini Israel V Limited Partnership 7,730,048
Vitruvian Partners LLP 5,921,122 10.13
Mangrove III Investments S.a r.l. 5,638,420
Allspring Global Investments Holdings, LLC 1,156,458 15.09
Contour Asset Management LLC 1,048,117 15.09
Clearbridge Investments, LLC 854,884 15.09
Fmr Llc 836,175 15.09
EDBI Pte Ltd 761,864 15.09
SCSAX - Wells Fargo Common Stock Fund Class A 754,376 15.09
EVR Research LP 753,364 15.09
FCPGX - Fidelity Small Cap Growth Fund 691,234 15.87
LMARX - ClearBridge Small Cap Fund Class R 642,485 15.87
Jackson Square Partners, LLC 419,551 15.09
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 265,160 15.09
Phoenix Holdings Ltd. 223,751 15.09
Cinctive Capital Management LP 177,927 15.09
Name Shares PPS
Washington Harbour Partners LP
Woodline Partners LP
Citadel Advisors Llc
North Peak Capital Management, LLC
Apis Capital Advisors, LLC
Man Group plc
Islet Management, LP
Sei Investments Co
FCGSX - Fidelity Series Growth Company Fund
Hood River Capital Management LLC
Roubaix Capital, LLC
Jane Street Group, Llc
Inverness Counsel Llc /ny/
Adage Capital Partners Gp, L.l.c.
Rokos Capital Management LLP
LPL Financial LLC
Gilder Gagnon Howe & Co Llc
Edmond De Rothschild Holding S.a.
FGKFX - Fidelity Growth Company K6 Fund
Brookfield Asset Management Inc.
Frontier Capital Management Co Llc
Alyeska Investment Group, L.P.
Marshall Wace, Llp
Goldman Sachs Group Inc
J. Goldman & Co LP
Advisor Group Holdings, Inc.
Pentwater Capital Management LP
M&t Bank Corp
Ghisallo Capital Management LLC
Squarepoint Ops LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Harbor Investment Advisory, Llc 26,300 10.11
Harel Insurance Investments & Financial Services Ltd. 3,304 9.99
Inverness Counsel Llc /ny/ 0
Frontier Capital Management Co Llc 0
Name Shares PPS
Frontier Capital Management Co Llc
Inverness Counsel Llc /ny/
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name